Summary

This article provides instructions for returning a device to use in the Hardware Asset application in TeamDynamix.

In order to perform this function, you will need to be assigned the Technician role or higher in the TDx Hardware Asset application. If you have not already been assigned these permissions, please reach out to the Asset Management team to request this role.

How-To

Instructions

Step 1 - With the asset open in TeamDynamix, click on the ‘Edit’ button in the upper left:

Step 2 - Make sure that the Form that is selected is the Technician Asset Form.

Step 3 - Update the asset Status by clicking the drop-down menu; change the status from Maintenance to In Use:

Step 4 - If needed, update Ownership, Department, College, Budget Area or Facility, and Requestor information (skip this step if the device is going back to the same end user as pre-maintenance or repair):

• Owner: The Owner of the asset is the contact responsible for the device; this will typically not change in the case of a device coming back from repair or maintenance.
• Owning Acct/ Dept: The purchasing department; this should typically not be changed when returning a device to use
• Department, College, Budget Area or Facility (DTS - CBAoF): The purchasing department; this is the field we pull our reports based on, so it is the most important field for area assignment for assets
• Requestor: The person the device is assigned to; this is typically, but not always, the same as the Owner.
• Requesting Acct/Dept: The department where the device is issued

Make sure to UNCHECK THE BOXES for 'Remove the previous owner from asset's users' and 'Remove the previous owning acct/ dept form the asset's users' so the asset history is preserved: 

Step 5 - Update the device Location information:

• Location: End user or department location (physical location/ building)- field 'Location Room’ will pop up once you have entered building location
  • Devices in Maintenance status should be changed from the tech or repair services location to the work location of the end user
  • For employees who work remotely, Off Campus should be selected as the location
• Location Room: The room number of the office/ department office where the device will be located
• Institution: Make sure this field is accurate; update if device is moving to another institution

Step 6 - Click the 'Save’ button in the upper left; you will see a confirmation message stating the changes have been saved. To go back to the asset information, click the ‘To Detail’ button:

Step 7 - You have successfully returned this hardware asset to use.

Outcome

Your hardware asset has successfully been returned from maintenance or repair status to regular use in TeamDynamix.

Need additional help?

Reach out to the Asset Management Team for assistance with returning a device to use in the TeamDynamix Hardware Asset application.

You may also visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request.